+95.7%
DOCU vs AEE
+151.2%
-55.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.1% |
| 7D | -4.8% | +2.3% | -7.1% | -4.9% |
| 30D | +9.4% | +11.6% | -2.2% | +8.4% |
| 3M | +29.0% | +5.5% | +23.5% | +28.5% |
| 6M | +62.3% | +6.0% | +56.3% | +61.4% |
| YTD | +13.7% | +16.6% | -2.9% | +11.6% |
| 1Y | +11.5% | +12.1% | -0.5% | +10.0% |
| 3Y | +94.2% | +64.2% | +30.0% | +82.2% |
| 5Y | -71.7% | +59.1% | -130.9% | -73.2% |
| All | +95.7% | +151.2% | -55.5% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling